@khyatisarvang Profile picture

khyati

@khyatisarvang

Proud Indian. Financial markets = first love. External consultant- Strategy and risk management to corporates. Ex- KPMG . IIM C - Dip in Applied Finance .CA.

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DECMA 2024 @Prashantshah267 what a brilliant session. Wishing you all the success with Momentify .

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25% of all new code at Google is generated by AI. IT companies will need to evolve and adapt quickly. Create revenue streams from services other than only coding. #IT #AI

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The market has obliged everyone who have been in cash since yesterday. Diwali Deep cleaning mode #Nifty


This is the start of India + China. Next we will see easing of trade , third step FDI from China. There is no greater bond than that of mutual economic growth when both parties need it desperately. #Geopolitics #china

Looks like the India-China 2020 standoff in #EasternLadakh is almost over! Foreign Secretary Misri announces that 🇮🇳 🇨🇳 have reached an agreement on patrolling arrangements along the #LAC “leading to disengagement and a resolution to issues that have arisen in 2020.”



We will need a second impulse to move higher from here - it could be in the form of FDI, privatisation, government spending. Till then we will stay sideways or see dips. #Nifty50 #indianmarkets


Science fiction without the fiction part. Engineering is truly as close as we get to magic . Insane , crazy , unbelievable and path breaking.#starship #ElonMusk

Starship rocket booster caught by tower



Some very interesting charts and insights.Some key points: 1) Inflation firmly in check = RBI might cut rates 2) Large industries credit demand still sluggish = private capex not picking up 3) India valuations stretched on all parameters, slow down in earnings. 4)Increased FPI

We've created a Capitalmind Flipbook of interesting charts that you might find useful. From economic metrics like inflation/credit growth, to which mutual funds have more AUM in direct versus regular options...check it out. Would love your feedback! drive.google.com/file/d/16ov9EM…

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How much gujju? Very much too much Gujju. Navratri best time of the year 🧿

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Good always finds a way ….ALWAYS. Evil is defeated and destroyed. Back tested for over 10000 years . Happy Dussehra. #Dussehra2024


Asian paints - acquisition of white teak , setting up premium experience centres. I don’t know if fast moving home improvement is a thing yet (rugs , home accessories, lights wall papers) but could turn out to be a huge market with very high margins. #trends


The man , the institution , the legend. Probably the finest example of wealth and welfare co-existing and beautifully complimenting each other. Thank you and Om Shanti 🙏🏻


Yet again - 2 digit allocation to gold in portfolio. #gold

Gold has become one of the hottest assets this year. For some quick context, gold is up 18% this year, outpacing the Nifty, which has risen by 15%. Just yesterday, gold hit an all-time high in India, reaching ₹7,870 per gram! So, what’s behind this sudden surge? Let's take a…

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Hoping for a meaningful mean reversion in Indian markets. GDP , consumer demand , corporate earnings all negative to a relatively high base YoY. JFM 25 should be good. #nifty #investing


China facing deflationary pressures, low demand. This will need fiscal measures , monetary is not going to be enough. But the fact that the Chinese government has decided that reviving the economy is their top agenda + extremely cheap valuations, it might be a value buy/ SIP.


It’s no longer China + 1 , it’s China + India.#macros #geopolitics


Strong stocks = The ones which remain strong during pull backs

Tata power, Canara Bank , Hind Copper



China is back , nifty on steroids


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